VP, Investments - Brookfield Special Investments

Brookfield•New York, NY

9d•Onsite

About The Position

Brookfield Special Investments (BSI) is a non-control strategy within Brookfield's Private Equity Group, focused on providing scaled, flexible, and strategic capital to high-quality companies and assets globally. BSI targets investments across the capital structure and various sectors, leveraging Brookfield's deep expertise in real assets and its owner-operator heritage. The team acts as an active investor and strategic partner, aiming to enhance cash flow capabilities through operational improvements and strategic execution. BSI is part of Brookfield's Private Equity Group, which manages $160 billion of AUM and has a 25-year track record of strong investment performance. Brookfield Business Partners is the flagship listed vehicle of this group, operating as a global business services and industrials company listed on the New York and Toronto stock exchanges.

Requirements

6-8+ years of relevant professional experience, including at least 5 years of direct investing experience.
Undergraduate degree with a strong academic record is required.
Prior experience at a non-control, capital-solutions, large-scale buyout, or upper-middle-market buyout fund.
A proven track record of leading junior investment professionals throughout the end-to-end execution of a transaction.
Superior financial modeling and due diligence capabilities.
Strong negotiation and relationship management skills with internal and external stakeholders.
Organized and detail-oriented; ability to work in situations with changing priorities and multiple simultaneous workstreams.
Excellent verbal and written communication; experience presenting analysis to senior leaders and ability to lead and drive initiatives.
High degree of integrity, judgment, and analytical rigor.
Bias for action, ownership mentality, and resilience under pressure.
Collaborative, low-ego and team-oriented approach, with a demonstrated willingness to contribute across all aspects of the investment process.

Nice To Haves

An MBA, CFA designation or other relevant advanced qualification is considered an asset.

Responsibilities

Manage full diligence workstreams and lead all aspects of deal execution (commercial, financial, operational, technology, HR, insurance, regulatory, legal, etc.).
Lead the financial due diligence process, including overseeing modeling, valuation, and analysis prepared by junior colleagues.
Develop and evaluate creative, bespoke transaction structures that address BSI’s investment objectives and counterparties’ needs, while optimizing risk-adjusted returns.
Develop and execute the value creation plan during diligence, working with operational teams to identify opportunities and assess risks to achieving targeted results.
Partner with legal, tax, and other internal teams to execute transactions, ensuring deal structuring and documentation are aligned with the business case.
Prepare and present investment cases, presentation materials, bid letters, and other transaction-related documentation.
Develop and refine sector theses across the BSI strategy.
Maintain and expand relationships with bankers, advisors, founders, and executives.
Evaluate new deal opportunities, lead early-stage screening, and present to investment committee.
Monitor market trends, regulatory developments, and competitive landscapes that impact underwriting.
Work with management teams on strategic business initiatives at portfolio companies.
Monitor ongoing financial and operational performance of investments.
Support quarterly valuations and internal reporting.
Manage and mentor Senior Associates, Associates and Analysts on sourcing, diligence, modeling, and presentation development.
Establish the quality bar for analysis, models, and deliverables.
Foster a collaborative, performance-oriented culture aligned with the firm’s values.